TSG name for Trusts usually funded upon passing of a family member
01
Family Legacy Trusts
02
Charitable Trusts
Charitable Remainder and Charitable Lead Trusts
03
Supplemental / Special Needs Trusts
Supplements and maintains public benefits which beneficiary is receiving
04
Settlement Protection Trusts
Trust funded from a civil lawsuit / settlement
05
Life Insurance Trusts (ILITs)
Trust-owned life insurance
06
Tax Planning Trusts
Commonly referred to as SLATs, IDGTs, GRATs, etc.
Contact Trustee Services Group for specific information related to your specific type of Trust.
Not Your Typical Trust Organization
What Makes Us Different
Responsive
The family is welcome to interact directly with all members of our Client Services team rather than being subject to one point of contact and/or the decision making of committees.
Family-Focused
We exist to help families successfully navigate the complexities of family wealth, not just perform Trust administration.
Independent
To avoid any conflicts of interest, we do not offer investment management services and have no financial products to sell.
Collaborative
We work collaboratively with the family’s team of trusted professionals.
“Trustee Services Group made it a priority to get to know me and my goals, so that they could fully understand how they could help – today, tomorrow, and 10 years down the road. We’re extremely fortunate to have TSG in our corner. The level of services is unparalleled. Ti’s the genuine care – the sincere interest in my life, that has solidified our relationship.”
-Lauren (Client)
A Different Objective
Client Success
When serving as Trustee on a generational Trust, we are tasked with the privileged responsibility of helping families navigate through the many complexities associated with inherited wealth.
The professionals at Trustee Services Group understand what most wealth holders desire for their family… for subsequent generations to live a life fulfilled with meaning, purpose, and personal achievement. That is what we call “client success”.
We desire to equip our client beneficiaries to live a life of independence, encouraging and supporting responsible decision making, while also avoiding the temptation to become dependent upon their inherited wealth.
Our goal is to help Trust beneficiaries achieve their own personal success and leave their unique mark in life, whatever that may be.
A Different Focus
Client Centered
A different focus requires a different approach. At TSG we understand that no two client beneficiaries are alike. We further understand there can be great variations in Trusts, as well as the dreams and desires of the Trust Creators for their heirs. Thus, we believe a one size fits all approach is never appropriate for any clients of TSG. Our process starts with the desires of the Trust Creator and focuses upon the uniqueness of every client beneficiary.
Our desire is to:
Help our client beneficiaries intimately understand their Trust and how such was designed for their benefit; and
Equip our clients to become wise decision makers, not only about their wealth but also regarding their time and unique talents.
A Different Process
Guidance & Support
Because of our client focused approach, we strive to avoid telling our client / beneficiaries what to do. Instead, we endeavor to guide our clients to value and execute wise decision making, for their own benefit, so that each can ultimately come to enjoy the satisfaction which comes from independence, self-sufficiency, and the achievement of their own personal “success”.
This is accomplished by asking our beneficiaries to define their desired financial and personal life goals (their “success”). In collaboration with the client / family’s financial advisor, we then ask our clients to create a plan for their personal achievement, starting with a budget which the client creates. With their personal “success” as the focus, our clients become incentivized to live within their means to accomplish their own unique life legacy.
Although challenges and mistakes will inevitably be encountered along the way, such are positioned as learning opportunities for future decision making.
Finally, we view our role as Trustee as being responsible for stewarding the family wealth. Thus, we encourage our client / beneficiaries to participate in the management of their family / Trust wealth to the extent they desire. After all, this is how our clients can ultimately become wise decision makers regarding their personal wealth and finances.
EFFICIENT & COST EFFECTIVE
Our Estate Fiduciary Services
Estate Services Group is a specialized division of Trustee Services Group, comprised of experienced professionals focused on the responsibilities associated with serving as:
- Executor / Personal Representative (Will)
-
Successor Trustee (Revocable Living Trust)
-
Agent for Financial Affairs (Financial Power of Attorney)
Another Way We Are Different
Accessible & Responsive
Because of our unique role, we have a commitment to be accessible and responsive to our clients, whose wealth we have the privilege of stewarding.
Responsiveness – As a professional Trust services organization, we timely address our client’s needs by empowering our clients to interact directly with anyone on our fully dedicated Client Services team.
No Decision-Making Committees – TSG will never subject clients to a closed-door decision-making process built upon the convenience of an impersonal committee, with whom the client never gets to meet or interact. Our clients, and the families we serve, deserve better than this “Wizard of Oz” approach.
REQUEST A FREE CONSULTATION
INTENTIONALLY DIFFERENT
FOCUS & APPROACH